Energy Resource Recovery Account (ERRA) Review of ... · 12 customer awareness and conversion (enrollment) in SCE programs and services. 13 Q. Briefly describe your educational and

Application No.: A.18-03- Exhibit No.: SCE-03 Witnesses: G. Ahn T. Frontino J. Barrett S. Handschin M. Bennett G. Henry K. Blebu R. Hite M. Bushey C. Jacobs T. Cameron K. Koyano E. Castano S. Lelewer T. Champ M. Litos D. Coher E. Lopez T. Condit J. Montanye D. Cox A. Quon E. De Anda G. Sakota S. DiBernardo S. Willis R. Drummond J. Zabasajja

(U 338-E)

Energy Resource Recovery Account (ERRA) Review of Operations, 2017 Witness Qualifications and Declarations re: Confidentiality

Before the

Public Utilities Commission of the State of California

Rosemead, California

March 29, 2018

1

SOUTHERN CALIFORNIA EDISON COMPANY 1

QUALIFICATIONS AND PREPARED TESTIMONY OF GABRIEL AHN 2

Q. Please state your name and business address for the record. 3

A. My name is Gabriel Ahn, and my business address is 2244 Walnut Grove Avenue, 4

Rosemead, California 91770. 5

Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6

A. I am a Senior Manager in the Financial and Corporate Audits Group within the Audit 7

Services Department at the Southern California Edison Company. 8

Q. Briefly describe your educational and professional background. 9

A. In 1992, I received my Bachelor of Science in Business Administration from the 10

University of Southern California. In 2000, I received my Certified Public Accountant 11

license from the California Board of Accountancy. In 2005, I received my Juris Doctor 12

degree from Southwestern University School of Law. In 2009, I completed the 13

Certificate in Project Management Program at the California Institute of Technology. 14

Professionally, from 1994 to 1997, I worked as an accountant for organizations in the real 15

estate industry. From 1997 to 2007, I worked as an audit professional in various public 16

accounting firms. I was hired by the Southern California Edison Company in July 2007 17

as a Corporate Auditor 3 and was promoted to a Corporate Auditor 4 in March 2010. In 18

October 2016, I was promoted to a Senior Manager in the SCE Audit Services 19

Department. 20

Q. What is the purpose of your testimony in this proceeding? 21

A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibit SCE-02, 22

entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2017, as 23

identified in the Table of Contents thereto. 24

Q. Was this material prepared by you or under your supervision? 25

A. Yes, it was. 26

Q. Insofar as this material is factual in nature, do you believe it to be correct? 27

A. Yes, I do. 28

Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 29

judgment? 30

A. Yes, it does. 31

2

Q. Does this conclude your qualifications and prepared testimony? 1

A. Yes, it does. 2

3


QUALIFICATIONS AND PREPARED TESTIMONY OF JAN BARRETT 2

3


A. My name is Jan Barrett and my business address is 1515 Walnut Grove Avenue, 5



A. I am Senior Manager of the Customer Marketing team within Customer Programs and 8

Services organization, responsible for the Marketing, Education and Outreach related to 9

Customer Programs and Services. My responsibilities include representing SCEs 10

interests in developing cost effective and efficient marketing materials, designed to create 11

customer awareness and conversion (enrollment) in SCE programs and services. 12


A. I have a Bachelor of Science in Marketing from Arizona State University, and an MBA 14

from University of Phoenix. I have been with SCE for 37 years, in a variety of individual 15

contributor and management roles. 16


A. The purpose of my testimony in this proceeding is to sponsor the portions of Exhibit 18

SCE-02, entitled Energy Resource Recovery Account (ERRA) Review of Operations, 19

2017, as identified in the Table of Contents thereto. 20


A. Yes, it was. 22


A. Yes, I do. 24


judgment? 26

A. Yes, it does. 27


A. Yes, it does. 29

4


QUALIFICATIONS AND PREPARED TESTIMONY OF MARK BENNETT 2


A. My name is Mark Bennett, and my business address is 1515 Walnut Grove Avenue, 4

Rosemead, California 91770. 5 Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6

A. I have held the position of Director, HR Operations in the Human Resources operating 7

unit since September 2013. My responsibilities include oversight of the employee 8

benefits function, compensation, disability management, occupational health and 9

wellness, HR business process and technology integration, HR employee call center, HR 10

compliance and regulatory, workforce planning and analytics and a group that ensures 11

HR data in our systems is accurate. My duties for employee benefits involves benefit 12

plan competitive review and design; benefit program management and administration; 13

coordination of the SCE and EIX Benefit Committee activities; collective bargaining for 14

benefit-related matters; and legislative monitoring and development of policy positions. 15

For compensation, it is to work with executive management to help set the company's 16

total compensation philosophy. For other areas, I help set the strategic direction and 17

ensure that policies, programs and issues that fall under my management are 18

implemented or addressed timely and accurately. 19


A. In terms of my educational background, in 1985, I graduated with a Bachelor of Arts in 21

Business Administration from Loyola Marymount University in Los Angeles, CA. My 22

undergraduate major was business management. In 1989, I graduated with a Master’s 23

degree in Business Administration in Human Resources Management, again from Loyola 24

Marymount University in Los Angeles, CA. In 2007, I achieved my professional 25

designation as a Certified Employee Benefits Specialist (CEBS). This designation is co-26

sponsored by the International Foundation of Employee Benefit Plans and the Wharton 27

School of the University of Pennsylvania. In 2011, I achieved the Senior Professional in 28

Human Resources (SPHR) designation. This designation is sponsored by the HR 29

Certification Institute. As to my professional experience, in June 2007, I joined Southern 30

California Edison as the Manager of Benefits Policy and Planning, which was primarily 31

5

involved in the development of benefits strategy for the Company. In April 2008, I 1

assumed responsibility over both strategic development of the Company’s benefit plans 2

and policies as well as the administration of its employee benefit programs. In June 3

2012, I assumed interim responsibility over the Company’s compensation and benefits 4

areas, as well as the HR employee call center. In June 2013, I continued responsibilities 5

over compensation and benefits, but also assumed responsibility over the Occupational 6

Health and Wellness and Disability Management areas. In September 2013, I was 7

promoted to my current position as Director, HR Operations. During my tenure at 8

Edison, I have managed the redesign and administration of the Health & Welfare plans, 9

the Edison 401(k) Savings Plan and the retiree health care programs; and represented the 10

Company in collective bargaining of (or provided assistance with) the negotiation of 11

multiple benefits agreements. Prior to joining Edison, I was the HR Operations Manager 12

at IndyMac Bank (which included management of the Benefits, Payroll, Records and 13

HRIS Departments), Benefits Director at EarthLink, Inc., HR Director for InterDent, 14

LLC, Benefits Manager at the Jet Propulsion Laboratory and Vice President-Benefits for 15

H.F. Ahmanson & Company. In total, I have more than 29 years of experience in human 16

resources and employee benefits. 17


A. The purpose of my testimony in this proceeding is to sponsor a portion of Exhibit SCE-19

02, entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2017, as 20



A. Yes, it was. 23


A. Yes, I do. 25


judgment? 27

A. Yes, it does. 28


A. Yes, it does.30

6


QUALIFICATIONS AND PREPARED TESTIMONY OF KIMWUANA BLEBU 2


A. My name is Kimwuana Blebu, and my business address is 8631 Rush Street, Rosemead, 4

California 91770. 5


A. I am currently an Advisor in the State Regulatory Operations Revenue Requirement and 7

Forecast Department. My primary responsibility is to manage and support ratemaking 8

mechanisms to ensure costs are properly recorded and recovered through rate levels in 9

accordance with CPUC decisions and resolutions. 10


A. I received my Bachelors of Science Degree in Finance from California State Polytechnic 12

University, Pomona in 2001 and a Master’s degree in Business Administration from the 13

University of La Verne in 2013. I began my career as a Financial Analyst at Edison 14

International, which is the Parent Company of Southern California Edison in 2002. I 15

joined the Regulatory Operations department in 2006. 16






A. Yes, it was. 22


A. Yes, I do. 24


judgment? 26

A. Yes, it does. 27


A. Yes, it does.29

7

DECLARATION OF KIMWUANA BLEBU REGARDING 1

THE CONFIDENTIALITY OF CERTAIN DATA 2

I, KIMWUANA BLEBU, declare and state: 3

1. I am an Advisor in the Revenue Requirements Section of the State Regulatory 4

Operations Department at Southern California Edison (SCE). As such, I had responsibility for 5

preparing Chapter XI Section 7b, Operation of the New System Generation Balancing Account 6

(NSGBA), served in support of SCE’s March 29, 2018 ERRA Review of Operations 7

Application. I make this declaration in accordance with D.08-04-023 and Decision 06-06-066, 8

issued in Rulemaking 05-06-040. I have personal knowledge of the facts and representations 9

herein and, if called upon to testify, could and would do so, except for those facts expressly 10

stated to be based upon information and belief, and as to those matters, I believe them to be true. 11

2. I have reviewed Chapter XI Section 7b, Operation of the NSGBA for SCE. 12

Listed below is the data in Chapter XI Section 7b, Operation of the NSGBA for which SCE is 13

seeking confidential protection and the categories on the Matrix of Allowed Confidential 14

Treatment Investor Owned Utility (IOU) Data (D.06-06-066, Appendix 1) to which these data 15

correspond. Also set forth is an explanation of why the data cannot be aggregated, redacted, 16

summarized, masked or otherwise protected in a way that allows partial disclosure: 17

Description of the Data

Location of the Data

Line or Table

Justification for Confidential Protection

Operation of the NSGBA, annual expenditures related to the New Generation PPA Costs, and Energy Auction Related Costs incurred in 2017.

Section 7b. Shaded text and table

This data reveals SCE’s non-affiliate third- party contract pricing terms. Release of this data would enable market participants to calculate SCE’s pricing terms with third parties, and would place SCE at a competitive disadvantage when negotiating the terms of transactions to purchase power.

3. I am informed and believe that SCE is complying with the limitations on 18

confidentiality specified in the Matrix that pertain to the data listed in the table above. 19

8

4. I am informed and believe, and thereon allege, that the data noted in the table 1

above cannot be aggregated, redacted, summarized, masked or otherwise protected in a manner 2

that would allow partial disclosure of the data while still protecting confidential information 3

without jeopardizing SCE’s ability to provide sufficient evidence to support SCE’s Application. 4

5. I am informed and believe, and thereon allege, that the data listed in the table in 5

paragraph 2 above has never been made publicly available. 6

I declare under penalty of perjury under the laws of the State of California that the 7

foregoing is true and correct. 8

Executed on March 29, 2018 at Rosemead, California. 9

/s/ Kimwuana Blebu 10 Kimwuana Blebu 11

9


QUALIFICATIONS AND PREPARED TESTIMONY OF 2

MICHAEL BUSHEY 3


A. My name is Michael Bushey, and my business address is 2244 Walnut Grove Avenue, 5



A. I am the Director of Demand Side Management Programs in SCE’s Customer Service 8

Organizational Unit. 9


A. I have been with SCE for over 25 years, and I have held various positions in Account 11

Management, Economic Development, Customer Service Operations, Regulatory and 12

Case Management, and Project Management. I earned a bachelor’s of Science Degree 13

from Arizona State University and a Masters of Business Administration Degree from the 14

University of California, Irvine. 15






A. Yes, it was. 21


A. Yes, I do. 23


judgment? 25

A. Yes, it does. 26


10

A. Yes, it does. 1

11

DECLARATION OF MICHAEL BUSHEY REGARDING THE CONFIDENTIALITY OF 1 CERTAIN DATA 2

3 I, Michael Bushey declare and state: 4

1. I am the Director of Demand Side Management Programs in SCE’s Customer 5

Service Organizational Unit. As such, I had responsibility for preparing Chapter VII Section D.1 6

Summary of Contract Administration, Behind-The-Meter, served in support of SCE’s March 29, 7

2018 ERRA Review of Operations Application.. I make this declaration in accordance with 8

Decisions (“D”) 06-06-066 and D.08-04-023, issued in Rulemaking 05-06-040. I have personal 9

knowledge of the facts and representations herein and, if called upon to testify, could and would 10

do so, except for those facts expressly stated to be based upon information and belief, and as to 11

those matters, I believe them to be true. 12

2. I have reviewed the Chapter VII Section D.1 Summary of Contract 13

Administration Behind-The- Meter. Listed below is the data in the testimony for which SCE is 14

seeking confidential protection and the categories of the Matrix of Allowed Confidential 15

Treatment Investor Owned Utility (IOU) Data (“Matrix”) appended to D.06-06-066 to which 16

these data correspond. 17

Description of Data

Location of the Data

Matrix Category Period of

Confidentiality

Identification of Confidential contract terms

Chapter VII Section D.1.e (Shaded Text), Table VII-38, Table VII-42, Section D.1.i (shaded text)

VII (B) Contracts and power purchase agreements between utilities and non-affiliated third parties (except RPS)

3 years from date contract states deliveries to begin; or until one year following expiration, whichever comes first.

18



4. I am informed and believe and thereon allege that the data in the table in 21

paragraph 2 above cannot be aggregated, redacted, summarized, masked or otherwise protected 22

12

in a manner that would allow partial disclosure of the data while still protecting confidential 1

information. 2



5



8


10 11

/s/ Michael Bushey 12 Michael Bushey 13

13


QUALIFICATIONS AND PREPARED TESTIMONY OF TODD CAMERON 2


A. My name is Todd Cameron, and my business address is 2244 Walnut Grove Avenue, 4



A. I serve as a Senior Advisor for the Treasurers department focusing on escalation and 7

economic services. My present responsibilities include applying economic and financial 8

analysis to regulatory issues and for internal corporate purposes. 9


A. I received a Bachelor’s degree in Economics from San Diego State University and a 11

Master’s degree in Economics from California State University at Fullerton. Prior to 12

joining SCE I was an Econometrician for Xactware Software (1992 – 1996) and an 13

Economist for the Regional Economic Studies Institute (1996 – 1998). In 1998 I joined 14

SCE as a Project Manager focusing on electric market deregulation. At SCE, I have 15

served as a Project Manager in various departments including CSBU, HR, TDBU, 16

Controllers, and Treasurers. 17






A. Yes, it was. 23


A. Yes, I do. 25


judgment? 27

A. Yes, it does. 28


A. Yes, it does.30

14


QUALIFICATIONS AND PREPARED TESTIMONY OF EDUYNG CASTANO 2


A. My name is Eduyng Castano, and my business address is 2244 Walnut Grove Avenue, 4



A. I currently hold the position of Senior Manager of Energy Efficiency for the Customer 7

DER Programs group. In this role, I am responsible for the development, implementation 8

and administration of the various programs, incentives and tariffs SCE provides to 9

customers to encourage self generation from renewable sources. Some examples of these 10

programs include the Self-Generation Incentive Program (or SGIP), all the Net Energy 11

Metering (NEM) tariffs, the Green Tariff, etc. 12


A. I received a B.S. in Mathematics from the Universidad Nacional in Medellin, Colombia 14

in 1990, and a M.S. in Physics from the Universidad de Antioquia in Medellin, Colombia 15

in 1992. I joined the research team in Theoretical Physics at the University in Texas in 16

Austin. In 1994, I enrolled into the Energy and Mineral Resources Master’s program at 17

the same university. Following my relocation to Southern California in 1999, I enrolled 18

in the University of Southern California's for the Master's Degree in Operations Research. 19

I worked for New Energy Ventures, LLC, as a business analyst and software developer 20

from 1997 to 2000. Then I worked for TruePricing, Inc. in Pasadena as an IT manager 21

and business developer. In 2002, I joined Electric Power Group, LLC (also in Pasadena) 22

where I was a software developer and an energy consultant for the California Department 23

of Water Resources. In 2004, I joined Southern California Edison’s power procurement 24

group as a project manager and contract negotiator. In 2009, I joined SCE’s transmission 25

and distribution interconnections group also as a project manager and contract negotiator. 26

In December 2010, I was promoted to Senior Manager of Grid Interconnections 27

15

Processes and Controls. In that role, I oversaw the development and implementation of 1

the interconnection tariffs (including CAISO’s tariff, SCE’s Transmission Onwer Tariff, 2

SCE’s Wholesale Distribution Access Tariff and SCE’s Rule 21). In February 2018, I 3

started my current role as Senior Manager of Customer DER programs. In this role, I am 4

responsible for the development, implementation and administration of the various 5

programs and incentives SCE provides to customers to encourage self generation from 6

renewable sources. 7






A. Yes, it was. 13


A. Yes, I do. 15


judgment? 17

A. Yes, it does. 18


A. Yes, it does. 20

16


QUALIFICATIONS AND PREPARED TESTIMONY OF THOMAS CHAMP 2


A. My name is Thomas Champ, and my business address is 5000 Pacific Coast Highway, 4

San Clemente, CA 92672. 5


A. I am a Senior Advisor presently responsible for the Finance Group at San Onofre and for 7

Palo Verde Oversight and Finance. 8


A. I earned a Bachelor of Science Degree from the University of Phoenix in Business 10

Administration. I have been employed at San Onofre Nuclear Generating Station since 11

June 1983 and was hired as a Southern California Edison employee in December 1985. I 12

have held a number of technical and supervisory positions in Maintenance and a number 13

of management positions in Finance while in the Nuclear Generation Business Unit. 14






A. Yes, it was prepared with my supervision. 20


A. Yes, I do. 22


judgment? 24

A. Yes, it does. 25


A. Yes, it does. 27

17


QUALIFICATIONS AND PREPARED TESTIMONY 2

OF DAVID B. COHER 3


A. My name is David B. Coher, and my business address is 2244 Walnut Grove Avenue, 5



A. I am a Principal Manager in the Energy Contracts Management division of SCE’s Energy 8

Procurement and Management (EPM) department. My responsibilities include 9

representing SCE interests in the administration and management of SCE’s long-term 10

energy purchase and sale contracts such as Power Purchase Agreements, enabling 11

agreements, and otherwise. 12


A. I received a Bachelor of Science Degree in Public Policy and Management from the 14

University of Southern California, in 1999. I also received a Juris Doctorate from the 15

Georgetown University Law Center in 2002. 16

I began working for SCE’s Law Department in 2007 and have held a variety of positions 17

with SCE since then, most recently beginning work in this current position in 2017. 18


A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibit SCE-01 20

and SCE-02, entitled Energy Resource Recovery Account (ERRA) Review of Operations, 21



A. Yes, it was. 24


A. Yes, I do. 26

18


judgment? 2

A. Yes, it does. 3


A. Yes, it does. 5

19


QUALIFICATIONS AND PREPARED TESTIMONY OF TIMOTHY CONDIT 2


A. My name is Timothy Condit, and my business address is 1515 Walnut Grove Avenue in 4

Rosemead, CA 91770. 5

Q. Briefly describe your present responsibilities at the Southern California Edison Company 6

(SCE). 7

A. I am a Senior Advisor within the Generation Department. My responsibilities include the 8

preparation of information and documentation to support regulatory filings, data requests, 9

and business analyses. 10


A. I received my Bachelor of Science degree in Civil Engineering from Arizona State 12

University in 1998. I joined SCE’s Northern Hydroelectric Region of the Western 13

Operations Division in 2010. In my initial position as a Project Manager 1, I managed 14

construction projects for SCE’s Northern Hydroelectric Region. In September of 2012, I 15

transferred from the Northern Hydro Region to the Generation Operations Services 16

Department, assuming my current position as a Senior Advisor. 17



entitled Energy Resource Recovery Account (ERRA) Review of Operations, 2017, as 20



A. Yes, it was. 23


A. Yes, I do. 25


judgment? 27

A. Yes, it does. 28


A. Yes, It does. 30

20


QUALIFICATIONS AND PREPARED TESTIMONY OF DAVID R. COX 2


A. My name is David R. Cox, and my business address is 2244 Walnut Grove Avenue, 4



A. I am the Principal Manager of Settlements in SCE’s Energy Contract Management 7

Department. I am responsible for management of settlements related to contract and 8

market compliance and analysis, and contract and market operations. 9


A. I received a Bachelor of Science in Marine Engineering from the United States Merchant 11

Marine Academy in 1981, and a Juris Doctorate from Western State University College 12

of Law in 1999. 13

From 1981-1988, I sailed on U.S. flag merchant ships as a U.S. Coast Guard licensed 14

engineer operating and maintaining various types of propulsion and electric power 15

generation equipment. I then came ashore and worked in various power plant positions 16

including Station Operator (1988-1990), Plant Supervisor (1990-1991), and Plant 17

Manager (1991-1998) for Edison Mission Operation and Maintenance. 18

I worked for Edison Mission Energy as Manager, O&M Engineering (1998-2001) 19

drafting, negotiating, and implementing global contracts covering 75 power generation 20

facilities worldwide. Later, I was promoted to Director, O&M Business Development 21

(2001-2002) performing initial project review and due diligence. Edison Mission Energy 22

disbanded its business development department shortly after California’s energy crisis. 23

From 2003-2005, I was Plant Engineer at South Coast Air Quality Management District. 24

There, I drafted, negotiated, and executed contracts for facility construction and 25

equipment. 26

I began working at SCE in 2005 as a Contract Manager in QF Resources (now Energy 27

Contract Management). In 2007, I was promoted to Manager, Contract Management. In 28

2017, I was moved to my current position in Settlements. 29


21





A. Yes, it was. 5


A. Yes, I do. 7


judgment? 9

A. Yes, it does. 10


A. Yes, it does.12

22

DECLARATION OF DAVID R COX REGARDING THE CONFIDENTIALITY OF 1 CERTAIN DATA 2

3 I, David Cox declare and state: 4

1. I am the Principal Manager of Settlements in SCE’s Energy Contract Management 5

Department. As such, I had responsibility for preparing portions of Chapter VII served in 6

support of SCE’s March 29, 2018 ERRA Review of Operations Application. I make this 7

declaration in accordance with Decisions (“D”) 06-06-066 and D.08-04-023, issued in 8

Rulemaking 05-06-040. I have personal knowledge of the facts and representations 9

herein and, if called upon to testify, could and would do so, except for those facts 10

expressly stated to be based upon information and belief, and as to those matters, I 11

believe them to be true. 12

2. Listed below are the data in the Chapter VII for which SCE is seeking 13

confidential protection and the categories of the Matrix of Allowed Confidential Treatment 14

Investor-Owned Utility (IOU) Data (Matrix) appended to D.06-06-066 to which these data 15

correspond. 16

Description of Data

Location of the Data Matrix

Category

Period of Confidentiality


Appendix VII-H; Appendix VII-J; and Appendix VII-L

VII (B) Contracts and power purchase agreements between utilities and non-affiliated third parties (except RPS)


17






information. 23

23





5


7 8

/s/ David Cox 9 David Cox 10

24


QUALIFICATIONS AND PREPARED TESTIMONY OF ELIA DE ANDA 2

3


A. My name is Elia De Anda, and my business address is 1515 Walnut Grove Avenue, 5



A. Manager of DSM Operations Support. Provide management and strategic direction to 8

Regulatory Filings including testimony, workpapers, and data requests. Support the DR 9

goal setting development of Portfolio Capacity Targets, DR budgeting, cost-10

effectiveness, and internal/external reporting. 11


A. I hold a Bachelor’s degree in Business Administration from the University of Phoenix. I 13

began my career with Edison over 25 years ago as a systems analyst. I’ve held various 14

project management positions in Program Operations and Regulatory. 15



SCE-02, entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 18



A. Yes, it was. 21


A. Yes, I do. 23


judgment? 25

A. Yes, it does. 26


A. Yes, it does. 28

25


QUALIFICATIONS AND PREPARED TESTIMONY OF SUSAN P. DIBERNARDO 2


A. My name is Susan DiBernardo, and my business address is 8631 Rush Street, Rosemead, 4

California 91770. 5

Q. Briefly describe your present responsibilities at the Southern California Edison Company 6

(SCE). 7

A. Currently, I am a Senior Manager in the Regulatory Affairs Department. I am 8

responsible for the Energy Resource Recovery Account (ERRA) proceeding as well as 9

balancing accounts. Prior to my current position, I was a member of the General Rate 10

Case team responsible for providing regulatory support to operating units in the 11

development of SCE’s General Rate Cases. 12


A. I graduated from the University of Southern California with a Bachelor of Arts degree in 14

psychology and also attended numerous business courses. In addition, I earned a 15

Master’s degree in Business Administration from the University of Nevada, Reno. I have 16

also earned the designation of Certified Internal Auditor (CIA). In 2000, I joined SCE as 17

a Corporate Auditor within the Audit Services Department. My responsibilities included 18

audit and advisory services for business units in the areas of Transmission & Distribution, 19

Generation, Shared Services, and Regulatory Policy & Affairs, and others as required. 20

Audit services include the assessment of corporate risk areas, adequacy of internal 21

controls, special investigations, and the evaluation of SCE compliance with regulatory 22

requirements/directives. In 2005, I joined the Regulatory Compliance/Audits & 23

Investigations group within Regulatory Policy & Affairs where I worked with external 24

regulators during their performance of regulatory audits as well as worked with our 25

internal business units to ensure compliance with regulatory requirements. In 2006, I 26

transitioned to the General Rate Case group where I was responsible for preparing 27

testimony and assisting with the financial forecasts used in the proceeding. I have been 28

in my current position since September 2015. 29


26

A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibits SCE-1

01 and SCE-02, entitled Energy Resource Recovery Account (ERRA) Review Of 2

Operations, 2017, as identified in the Table of Contents thereto. 3


A. Yes, it was. 5


A. Yes, I do. 7


judgment? 9

A. Yes, it does. 10


A. Yes, it does.12

27

DECLARATION OF SUSAN DIBERNARDO REGARDING 1


I, SUSAN DIBERNARDO, declare and state: 3

6. I am currently the Senior Manager of Revenue Forecasts & Balancing Accounts in 4

the State Regulatory Operations (SRO) Department at Southern California Edison (SCE). As 5

such, I had responsibility for preparing the 2017 Forecast and Recorded Fuel and Purchased 6

Power Revenue Requirement table in SCE-01, Energy Resource Recovery Account (ERRA) 7

Review of Operations, 2017. I make this declaration in accordance with the Administrative Law 8

Judge’s Ruling Clarifying Interim Procedures for Complying with Decision 06-06-066, issued on 9

August 22, 2006 in Rulemaking 05-06-040. I have personal knowledge of the facts and 10

representations herein and, if called upon to testify, could and would do so, except for those facts 11

expressly stated to be based upon information and belief, and as to those matters, I believe them 12

to be true. 13

7. I have reviewed the data for which SCE is seeking confidential protection and the 14

categories on the Matrix of Allowed Confidential Treatment Investor Owned Utility (IOU) Data 15

(Matrix) to which these data correspond. Also set forth is an explanation of why the data cannot 16

be aggregated, redacted, summarized, masked or otherwise protected in a way that allows partial 17

disclosure: 18


Line or Table Matrix Category Reason why data cannot be aggregated, etc.

SCE’s 2017 Annual Forecast and Recorded of Fuel Costs

- Nuclear, Peakers/Fuel Cell and Mountainview

SCE-1, Table I-1, Lines 2, 5, 6

I. Natural Gas Information

A. Forecasts (gas). (4) Long

term fuel (gas) buying and

hedging plans.

Forecast and Recorded information appear in this format to support and comply with Commissioner request based on confidential data presented in previous testimony.

SCE’s 2017 Annual Forecast and Recorded of Fuel Costs

SCE-1, Table I-1, Line 7




Forecast and Recorded information appear in this format to support and comply with Commissioner request based on

28

- Fuel Inventory Carrying Cost

hedging plans. confidential data presented in previous testimony.

SCE’s 2017 Annual Forecast and Recorded of Other Purchased Power Contract Costs

- CHP and Renewables and Existing Interutility Contracts

SCE-1, Table I-1, Lines 10, 11

II. Cost forecast data-

Electric. B.

Generation Cost

Forecasts. (3) QF Contracts

(4) Non-QF contracts.


SCE’s 2017 Annual Forecast and Recorded of Gas Hedging Costs





hedging plans.


SCE’s 2017 Annual Forecast and Recorded of Gas Transportation and Storage Costs





hedging plans.




9. Additionally, SCE is seeking confidential treatment of certain data that is market-3

sensitive, but does not fall into a category on the matrix. That data is listed below: 4

Description of the Data Line or Table Basis for Assertion of

Confidentiality

SCE’s 2017 Annual Forecast and Recorded


This number represents the forecast negative mark-to-market of SCE’s contracts (current &

29

Collateral Costs future) under a very low price scenario. With this forecast information, one can derive SCE’s net short (MW) position which is confidential under Matrix Sec. VI.A.

New Gen RFO Capacity, Combined Heat and Power (CHP) Settlement, Cam-Related Peakers

SCE-1, Table I-1, Lines 28, 29, & 30

These numbers represent load and energy costs that are market sensitive and confidential under matrix Section VI.

10. I am informed and believe, and thereon allege, that the data in the table above 1

cannot be aggregated, redacted, summarized, masked or otherwise protected in a manner that 2

would allow partial disclosure of the data while still protecting confidential information without 3

jeopardizing SCE’s ability to provide sufficient evidence to support SCE’s Application. 4

11. I am informed and believe, and thereon allege, that the forecast and recorded data 5

contained in the table have not been made publicly available. 6




/s/ Susan DiBernardo 10 Susan DiBernardo 11

30


QUALIFICATIONS AND PREPARED TESTIMONY OF ROBIN DRUMMOND 2


A. My name is Robin Drummond, and my business address is 2244 Walnut Grove Avenue, 4



A. I have been the Manager of the Cash Management Division for Southern California 7

Edison since August 2007. In this position, I am responsible for the company’s short 8

term cash borrowing, short term investments, bank credit lines (including letters of 9

credit), short term cash forecasting, bank relationships, cash accounting, daily banking 10

operations and bank account reconciliations. 11


A. I joined SCE in 1986 as an Accountant in the Controllers Organization. In 1994, I 13

became a Financial Analyst in the Treasurer’s Department and have held a variety of 14

positions in the Treasurer’s Regulatory Finance, Investor Relations and Cash 15

Management Divisions. I hold a MBA degree from California State University, Long 16

Beach and a B.S. degree in Accounting from California State University, Los Angeles. I 17

have earned the Certified Treasury Professional (CTP) designation from the Association 18

of Financial Professionals. 19






A. Yes, it was. 25


A. Yes, I do. 27


judgment? 29

A. Yes, it does. 30


31

A. Yes, it does.1

32



OF ANTHONY “TONY” FRONTINO 3

4


A. My name is Tony Frontino, and my business address is 2244 Walnut Grove Avenue, 6



A. I am a Principal Manager of Energy Marketing and Trading, leading the Trading & 9

Energy Operations groups within the Energy Procurement and Management (EPM) 10

organization. My responsibilities include oversight of power, gas and emissions trading, 11

Day-Ahead Operations and Real-time Operations. 12


A. I received a Bachelor Degree in Business Administration from California State 14

University, Chico in 1996. 15

From 1997- 2001, I worked for the California Power Exchange in a variety of roles. As 16

part of the Operations Team, I was responsible for supporting the successful launch of the 17

CalPX market on March 31, 1998. After the launch, I worked as a Market Operator on 18

the Day-Ahead Desk, Hour-Ahead Desk and Real-Time Desk. In 1999, I relocated to 19

Pasadena and worked in the Marketing Department as a Client Executive responsible for 20

managing the commercial activities of the largest CalPX Market Participants. 21

From 2001 – 2008, I worked for the Automated Power Exchange (APX) as the Director, 22

Business Development. I was responsible for managing the west coast commercial 23

activities supporting APX and their client’s participation in the CAISO markets. 24

Since joining SCE in 2008, I have held various Management roles in Power 25

Contract Management, Power Contract Origination and Energy Trading and Market 26

Operations. 27 28


33


SCE-02, entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2



A. Yes, it was. 5


A. Yes, I do. 7


judgment? 9

A. Yes, it does. 10


A. Yes, it does. 12

34

DECLARATION OF TONY FRONTINO REGARDING THE CONFIDENTIALITY OF 1 CERTAIN DATA 2

3 I, Tony Frontino, declare and state: 4

1. I am a Principal Manager in the Southern California Edison (SCE) Energy Procurement 5

& Management Organization. As such, I had responsibility for preparing and reviewing 6

Chapter VIII, Natural Gas Procurement for SCE, served in support of SCE’s March 29, 7

2018 ERRA Review of Operations Application. I make this declaration in accordance 8

with Commission Decisions (D.) 06-06-066 and D.08-04-023, issued in Rulemaking 05-9

06-040. I have personal knowledge of the facts and representations herein and, if called 10

upon to testify, could and would do so, except for those facts expressly stated to be based 11

upon information and belief, and as to those matters, I believe them to be true. 12

2. Listed below are the data in Chapter VIII, Natural Gas Procurement for SCE, for 13

which SCE is seeking confidential protection and the categories of the Matrix of Allowed 14

Confidential Treatment Investor-Owned Utility (IOU) Data (Matrix) appended to D.06-06-066 to 15

which these data correspond. 16

Data Location (Pages)

Matrix Category Limitations on Confidentiality

Specified in Matrix SCE Physical Gas Transactions

Chapter VIII: Table VIII-1

I) Natural Gas Information B) Historical information (gas) 2) Utility recorded gas procurement and cost information

Confidential for one year.

SCE’s Natural Gas Operations

Chapter VIII: Section C.1 - 2 (Shaded Text)

I) Natural Gas Information B) Historical information (gas) 2) Utility recorded gas procurement and cost information

Confidential for one year.

17




information without jeopardizing SCE’s ability to provide sufficient evidence to support SCE’s 21

Application. 22

35



3




7 /s/ Tony Frontino 8

Tony Frontino 9 10

36


QUALIFICATIONS AND PREPARED TESTIMONY OF SERGE HANDSCHIN 2


A. My name is Serge Handschin, and my business address is 1515 Walnut Grove Ave., 4



A. I am a Senior Advisor in SCE’s Power Supply Department. My responsibilities include 7

the preparation of information and documentation to support regulatory filings, data 8

requests, and business analyses. 9


A. I hold a Bachelor of Science degree in Mechanical Engineering from California State 11

Polytechnic University, Pomona. 12






A. Yes, it was. 18


A. Yes, I do. 20


judgment? 22

A. Yes, it does. 23


A. Yes, it does.25

37


QUALIFICATIONS AND PREPARED TESTIMONY OF GREGORY HENRY 2


A. My name is Gregory Henry, and my business address is 2244 Walnut Grove Avenue, 4



A. I am the Director of Investments in the Treasurer’s Department. I am responsible for 7

managing the trust investment programs for Edison’s pension fund, PBOP trusts, nuclear 8

decommissioning trusts, and investment funds for the 401k plan. In this capacity, I work 9

to establish strategic trust investment strategies, select and monitor investment managers, 10

investment funds and other service providers. I am also responsible for trust fund 11

administration related to contributions, withdrawals and investment activity for the 12

pension fund, PBOP trusts and nuclear decommissioning trusts. 13


A. I received a Bachelor’s degree in Economics and Accounting from the University of the 15

West Indies in 1987; a Master of Business Administration (Finance) from California 16

State University, San Bernardino in 1997 and I am a CFA charter holder. 17

I joined the Southern California Edison Company as a Financial Analyst in the Planning 18

and Analysis group of the Treasurer’s Department in 1998 and transferred to the 19

Investments Division in 2000. 20


A. The purpose of my testimony in this proceeding is to sponsor a portion of Exhibit SCE-22

02, entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2017, as 23



A. Yes, it was. 26


A. Yes, I do. 28


judgment? 30

A. Yes, it does. 31

38


A. Yes, it does.2

39


QUALIFICATIONS AND PREPARED TESTIMONY OF RONALD HITE 2


A. My name is Ronald Hite, and my business address is 1 Pebbly Beach Rd. Avalon, 4

California 90704. 5


A. I am the District Manager for SCE’s Catalina Island Utilities. 7


A. I have a UCI project management certification and significant amounts of utility-specific 9

education. 10

I began working for SCE in 1988 and spent the majority of my career in the Power 11

Production Department in various positions ranging from Plant Equipment Operator to 12

Project Manager. 13

I resigned my employment with SCE to join Edison’s O&M Services (EOMS) in 1999 as 14

a Project Manager to support the Guam Power Authority’s Enterprise Resource Planning 15

implementation program. 16

In 2001, I was appointed Edison’s Regional Manager for the Asia/Pacific region. My 17

responsibilities were primarily focused on utility management for the isolated island 18

utilities in the Asia/Pacific region. 19

I returned to SCE in 2003 as a Senior Project Manager tasked with supporting SCE’s 20

Catalina Island utilities (electric, water, and gas). 21

In 2010, I was appointed to the position of District Manager for SCE’s Catalina Island 22

utilities responsible for the entire organization. 23






A. Yes. 29


A. Yes, I do. 31

40


judgment? 2

A. Yes, it does. 3


A. Yes, it does.5

41


QUALIFICATIONS AND PREPARED TESTIMONY OF CINDY JACOBS 2


A. My name is Cindy Jacobs, and my business address is 3 Innovation Way, Pomona, 4

California 91768. 5


A. I am currently the Senior Manager of Regulatory Policy and Internal Controls in SCE’s 7

Pole Program Management Department. I manage the regulatory involvement, capital 8

and O&M budget, policies and procedures for the Pole Program Management 9

Department. 10


A. I earned a Bachelor of Science degree in Engineering from the University of Illinois at 12

Urbana-Champaign and a Master’s degree in Business Administration from the 13

University of California at Los Angeles. I have been employed by Southern California 14

Edison Company and Edison International since 1993. At Southern California Edison I 15

have held various positions in finance, risk management and regulatory policy. I was 16

promoted to my current position in 2013. Prior to joining Southern California Edison, I 17

held the position of Quality Manager at TRW Technar and the position of engineer at 18

Delco Products Division of General Motors. 19






A. Yes, it was. 25


A. Yes, I do. 27


judgment? 29

A. Yes, it does. 30


42

A. Yes, it does.1

43


QUALIFICATIONS AND PREPARED TESTIMONY OF KAREN Y. KOYANO 2


A. My name is Karen Y. Koyano. I am employed by Southern California Edison Company 4

(SCE). My business address is 2244 Walnut Grove Avenue, Rosemead, California 5

91770. 6

Q. Briefly describe your present responsibilities at SCE. 7

A. I am the Principal Manager of FERC Tariffs and Compliance in the Regulatory Affairs 8

Department. In this position, I am responsible for transmission-related filings to FERC 9

including the annual transmission revenue requirements, interconnection agreements, and 10

other FERC compliance reports. I am also responsible for SCE’s analytical and 11

accounting support for the FERC Refund Proceeding and for settlement negotiations 12

seeking refunds to California ratepayers stemming from the 2000-2001 California energy 13

crisis. 14


A. I received a Bachelor of Science degree in Mechanical Engineering from California State 16

University, Long Beach and a Master of Arts in Applied Statistics from the University of 17

California at Santa Barbara. 18

I have been in my current position since 2015. From 2003-2015, I held various 19

management positions including Manager of CAISO Market Analysis, Manager of Short 20

Term Planning of SCE generation resources, and Project Manager of energy procurement 21

solicitations. I have previously testified before the CPUC in the 2005 and 2006 ERRA 22

Forecast of Operations proceedings. From 1998 - 2003, I held various positions at the 23

California Power Exchange (CalPX), the last of which was as Senior Manager, 24

responsible for the calculation of refund amounts due to CalPX market participants 25

during the California energy crisis. 26






44

A. Yes, it was. 1


A. Yes, I do. 3


judgment? 5

A. Yes, it does. 6


A. Yes, it does. 8

45


QUALIFICATIONS AND PREPARED TESTIMONY OF STEVEN A. LELEWER 2


A. My name is Steven A. Lelewer, and my business address is 5000 Pacific Coast Hwy, San 4

Clemente, California 92672. 5


A. As a Senior Advisor for Nuclear Fuel Procurement, I have responsibility for the 7

procurement and administration of contracts for the supply, transportation, delivery, 8

storage, disposition and disposal of nuclear fuel. 9


A. I received a Bachelor and Master of Science Degree in Chemical Engineering from 11

Michigan State University in 1972, and 1978. I am a Registered Professional Engineer in 12

the State of California in the Mechanical Engineering branch. I have been employed by 13

Southern California Edison Company since 2007 in the Project Management Division at 14

the San Onofre Nuclear Generating Station. In December 2012, I was appointed Nuclear 15

Fuel Procurement Manager. 16






A. Yes. 22


A. Yes, I do. 24


judgment? 26

A. Yes, it does. 27


A. Yes, it does.29

46


QUALIFICATIONS AND PREPARED TESTIMONY OF MARIA LITOS 2


A. My name is Maria Litos, and my business address is 2244 Walnut Grove Avenue, 4



A. I am the Principal Manager of Energy Contracts Management. My present 7

responsibilities include oversight of the administration and management of SCE’s energy 8

contracts portfolio. Additionally, I prepare testimony and documentation for regulatory 9

proceedings and data requests. 10


A. I received a Bachelor of Arts Degree in Journalism from California State University Long 12

Beach and a Certificate in Legal Studies from University of California Irvine. 13

I worked at Edison Mission Energy as a Paralegal (1992 to 1999), Loan Administrator 14

(1999 – 2003), Manager of Finance (2003-2005), Manager of Investments & Business 15

Compliance (2005-2007), Director of Investments and Business Compliance (2007-2009), 16

Director of Commercial Management (2009-2014). I worked at Brookfield Renewal Energy 17

Partners as Director of Asset Management-West Region (2014-2016). I began working at 18

Southern California Edison as a Senior Contract Manager (2016-2017) and was promoted to my 19

current position as Principal Manager of Energy Contract Management in 2017. 20






A. Yes, it was. 26


47

A. Yes, I do. 1


judgment? 3

A. Yes, it does. 4


A. Yes, it does. 6

7

48

DECLARATION OF MARIA LITOS REGARDING THE CONFIDENTIALITY OF 1 CERTAIN DATA 2

3 I, Maria Litos declare and state: 4

1. I am the Principal Manager of Energy Contracts Management in SCE’s Energy 5

Procurement & Management Organizational Unit. As such, I had responsibility for 6

preparing portions of Chapter VII served in support of SCE’s March 29, 2018 ERRA 7

Review of Operations Application. I make this declaration in accordance with Decisions 8

(“D”) 06-06-066 and D.08-04-023, issued in Rulemaking 05-06-040. I have personal 9

knowledge of the facts and representations herein and, if called upon to testify, could and 10

would do so, except for those facts expressly stated to be based upon information and 11

belief, and as to those matters, I believe them to be true. 12




correspond. 16

Description of Data

Location of the Data Matrix

Category



Chapter VII: (shaded text); Table VII-45; Section D.2.e. (1-7, 9-15, 17-19, 22-28); Section D.2.h. (1-4); Table VII-52; Section D.3.e. (5, 14-15); Table VII-58; Section D.4.e. (1-5, 7-8, 10-20, 22-24, 26-27); Section D.4.i. (2); Section E. (1-5);

VII (B), (F), and (G)


49

3. Additionally, SCE is seeking confidential treatment of certain data that is market-1

sensitive, but does not fall into a category on the matrix. That data is listed below. 2

Description of Data Location of the Data Justification for Confidentiality

Purchases in billion kWh from PURPA projects by month. Purchases in billion kWh from CHP projects by month. Purchases in billion kWh from CHP projects by month.

Footnote 137; Footnote 138; and Footnote 143.

Disclosing this information will lead to higher electricity costs for SCE’s customers because market participants will be able to anticipate and profit from knowing SCE’s negotiation strategies in advance of execution.

3






information. 9



12



15


17 18

/s/ Maria Litos 19 Maria Litos 20

50


QUALIFICATIONS AND PREPARED TESTIMONY OF ERIC I. LOPEZ 2


A. My name is Eric I. Lopez, and my business address is 2244 Walnut Grove Avenue, 4



A. I am the Senior Manager of Contract Compliance and Technical Services in SCE’s 7

Energy Contracts Department. I am responsible for supervising staff who perform 8

technical and analytical support of a wide range of contract origination and 9

administration activities for the department. Additionally, I prepare testimony and 10

documentation for regulatory proceedings and data requests. 11


A. I received a Bachelor of Science in Business Administration from California State 13

Polytechnic University, Pomona in 1992. I joined SCE in 2002, as an Energy Operations 14

Specialist in the Day Ahead Operations Group. As an Energy Operations Specialist I was 15

part of a team responsible for the submittal of energy schedules and bids to the California 16

Independent System Operator (CAISO). I was promoted to Manager of Day Ahead 17

Operations, in 2008, where I managed a team of Energy Operations Specialists. I moved 18

to my current role as Manager of Contract Compliance and Technical Services in 2015. 19






A. Yes, it was. 25


A. Yes, I do. 27


judgment? 29

A. Yes, it does. 30


51

A. Yes, it does.1

52

DECLARATION OF ERIC LOPEZ REGARDING 1


I, ERIC LOPEZ declare and state: 3

1. I am a Senior Manager in the Energy Contracts Department at Southern California 4

Edison (SCE). As such, I had the responsibility for preparing portions of Chapter VII served in 5

support of SCE’s ERRA Review of Operations Application filed on or about April 3, 2017. I 6

make this declaration in accordance with Commission Decisions (D.) 06-06-066 and D.08-04-7

023, issued in Rulemaking 05-06-040. I have personal knowledge of the facts and 8

representations herein and, if called upon to testify, could and would do so, except for those facts 9

expressly stated to be based upon information and belief, and as to those matters, I believe them 10

to be true. 11




correspond. 15

Description of Data Pages Matrix

Category

Limitations on Confidentiality Specified in

Matrix

Identification of confidential contract terms

Chapter VII: (shaded text)

Section C.1.d.1-2, 4-6;

Table VII-41;

Appendix VII-A;

Appendix VII-H;

VII (B) Three years from date contract states deliveries to begin; or until one year following expiration, whichever comes first.

Identification of confidential contract terms

Chapter VII: (shaded text)

Section F.2.a.1.e;

Section F.2.i;

VII (G) Three years from date contract states deliveries to begin; or until one year following expiration, whichever comes first.

3. I am informed and believe and thereon allege that the data in the tables in 16


53


information, because the Data Request requires that the data be provided in this form. 2

4. I am informed and believe and thereon allege that the data in the tables in 3





/s/ Eric Lopez 8 Eric Lopez9

54


QUALIFICATIONS AND PREPARED TESTIMONY OF JOHN H. MONTANYE 2


A. My name is John H. Montanye, and my business address is 8631 Rush 4

Street, Rosemead, California 91770. 5


A. I am currently an Advisor in the Revenue Forecasts and Balancing Accounts section of 7

SCE’s State Regulatory Operations Department. Since 2007, my responsibilities include 8

the management of the company’s Energy Resource Recovery Account (ERRA) Review 9

and Forecast of Operations annual proceedings. 10

Briefly describe your educational and professional background. 11

A. I earned a Bachelor of Arts degree in Business Administration, Accounting from 12

California State University at Fullerton in 1985, and a Master’s degree in Business 13

Administration from the University of LaVerne in 1995. I have been employed by SCE 14

since 1982 and have worked in Customer Service, Financial Accounting, Public Affairs, 15

and Regulatory Affairs, performing various responsibilities within each organization. 16


A. The purpose of my testimony in this proceeding is to sponsor portions of SCE-02, 18

entitled Energy Resource Recovery Account (ERRA) Review of Operations, 2017 as 19



A. Yes, it was. 22


A. Yes, I do. 24


judgment? 26

A. Yes, it does. 27


A. Yes, it does.29

55


QUALIFICATIONS AND PREPARED TESTIMONY OF APRIL LOVEJOY QUON 2


A. My name is April Lovejoy Quon, and my business address is 1515 Walnut Grove 4

Avenue, Rosemead, California 91770. 5


A. I am the Program Manager for Southern California Edison Company’s Charge Ready 7

Program. I am responsible for the management of customer engagement, electrical 8

system planning, procurement, vendor oversight, and field construction/maintenance 9

necessary for the deployment of electric vehicle charging stations under the Charge 10

Ready Program. 11


A. I received a Bachelor of Science Degree in Business Administration from Devry 13

University, Pomona, in 2010. I also received a Project Management Professional 14

certification from The Project Management Institute in 2014. From 2009-2015, I 15

worked for Southern California Edison to deliver utility programs for our low-income 16

customers and programs involving energy efficiency in the residential new construction 17

and financing programs, and supported quality management activities to ensure accuracy 18

in bill calculation and presentation. From 2015 to 2017, I continued my work for 19

Southern California Edison in the development, quantification, and maintenance of new 20

customer-facing programs. I began working for SCE’s Charge Ready Program in July 21

2017 and currently hold that position. 22



entitled Energy Resource Recovery Account (ERRA) Review of Operations, 2017, as 25



A. Yes, it was. 28


A. Yes, I do. 30

56


judgment? 2

A. Yes, it does. 3


A. Yes, it does.5

57



OF GIGIO SAKOTA 3

4


A. My name is Gigio Sakota, and my business address is 2244 Walnut Grove Avenue, 6



A. I am a Senior Manager of Energy Marketing and Trading, leading the Resource 9

Optimization group within the Energy Procurement and Management (EPM) 10

organization, responsible for optimizing the market value of energy assets managed by 11

SCE. My responsibilities include representing SCE interests in market design and related 12

policy development, as well as management and oversight of the Least Cost Dispatch 13

activities. 14


A. I have a B.A. degree in Physics from Occidental College, and a M.Sc. degree in 16

Mechanical Engineering from University of California at Los Angeles (UCLA). I have 17

worked at SCE since 2007 in a variety of individual contributor and management roles. I 18

started as an analyst in Market Strategy and Resource Planning, worked as a Project 19

Manager in Bidding Strategy and Asset Optimization, and then in Regulatory Affairs, and 20

most recently as a Sr. Strategic Planning Manager in the Planning division of EPM 21

focusing on policy and strategy regarding Distributed Energy Resources (DER) 22

integration into wholesale markets. 23



SCE-01 and SCE-02, entitled Energy Resource Recovery Account (ERRA) Review of 26

Operations, 2017, as identified in the Table of Contents thereto. 27


A. Yes, it was. 29


A. Yes, I do. 31

58


judgment? 2

A. Yes, it does. 3


A. Yes, it does. 5

59

DECLARATION OF GIGIO SAKOTA REGARDING 1

THE CONFIDENTIALITY OF CERTAIN INFORMATION 2

I, Gigio Sakota, declare and state: 3

1. I am a Senior Manager in the Southern California Edison (SCE) Energy 4

Procurement and Management Department. As such, I had responsibility for preparing Chapter II 5

of the testimony served in support of SCE’s April 3, 2018 Energy Resource Recovery Account 6

(ERRA) Application. I make this declaration in accordance with Commission Decisions (D.) 06-7

06-066 and D.08-04-023, issued in Rulemaking 05-06-040. I have personal knowledge of the 8

facts and representations herein and, if called upon to testify, could and would do so, except for 9

those facts expressly stated to be based upon information and belief, and as to those matters, I 10

believe them to be true. 11

2. I have reviewed Chapter II. Listed below is the data for which SCE is seeking 12

confidential protection and the categories on the Matrix of Allowed Confidential Treatment 13

Investor Owned Utility (IOU) Data (Matrix) to which these data correspond. 14


Location of the Data Matrix Category


Resource commitment costs

Shaded text and table sections in Ch. II, Sections E.1, E.4, and E.5.

XI. Monthly Procurement Costs

Three years.



4. Listed below is the market-sensitive information in Chapter II for which SCE is 17

seeking confidential protection, but does not fall into a category on the Commission’s 18

Confidentiality Matrix. Also set forth is an explanation of why the data cannot be aggregated, 19

redacted, summarized, masked or otherwise protected in a way that allows partial disclosure. 20

Description of Confidential Information

Location of the Information

Basis for Assertion of Confidentiality

Bidding strategy in submitting supply and demand bids to the

Shaded text in Ch. II, Section D.1

Releasing this information would reveal SCE’s procurement strategy, which would allow market

60

Description of Confidential Information

Location of the Information

Basis for Assertion of Confidentiality

CAISO and other criteria utilized in selecting the volume to transact in non-CAISO markets

participants to increase the price SCE pays for energy or reduce the price of energy SCE sells.

Bidding strategy in submitting supply bids to the CAISO

Shaded text in Ch. II, Sections E.1, E.2, E.3 and E.5

Releasing this information would reveal SCE’s procurement strategy, which would allow market participants to increase the price SCE pays for energy or reduce the price of energy SCE sells.

Unavailable resource capacity and CAISO market award data

Shaded table sections in Ch. II, Section G


Other criteria utilized in selecting the volume to buy and sell in non-CAISO markets

Shaded text in Ch. II, Section I


5. I am informed and believe and thereon allege that the information in the tables in 1

paragraphs 2 and 4 above cannot be aggregated, redacted, summarized, masked, or otherwise 2

protected in a manner that would allow its partial disclosure while still protecting confidential 3

information without jeopardizing SCE’s ability to provide sufficient evidence to support SCE’s 4

Application. 5

6. I am informed and believe and thereon allege that the information in the tables in 6

paragraphs 2 and 4 above has never been made publicly available. 7

61




/s/ Gigio Sakota 4 Gigio Sakota 5

62


QUALIFICATIONS AND PREPARED TESTIMONY OF SELENE WILLIS 2


A. My name is Selene Willis and my business address is 2244 Walnut Grove Avenue, 4


Q. Briefly describe your present responsibilities at Southern California Edison Company 6

(SCE). 7

A. I am the Principal Manager of Compliance in SCE’s Energy Procurement and 8

Management Department. I am responsible for providing guidance and advisory services 9

for EPM and Generation in order to meet regulatory obligations and to reinforce 10

compliance with applicable regulatory requirements and corporate policies. Q. Briefly 11

describe your educational and professional background. 12

A. I received a Bachelor of Science in Electrical Engineering and Physics from Tuskegee 13

University. I received a professional designation in Mini/Micro Computer Programming 14

from the University of California, Los Angeles. I joined SCE in 2002 as a Project 15

Manager. From 2003 to 2009, I held the position of senior manager of Contract 16

Settlements Operations. From 2009 – 2017, I held the position of Principal Manager, 17

Settlements. I have been in my current position since 2017. Prior to joining SCE, I was 18

employed by various Defense Contractors as a Design, Sr. Design, and Lead Engineer, 19

consultant, and manager. Q. What is the purpose of your testimony in this proceeding? 20





A. Yes, it was. 25


A. Yes, I do. 27


judgment? 29

A. Yes, it does. 30


63

A. Yes, it does.1

64



OF JULIET ZABASAJJA 3


A. My name is Juliet Zabasajja, and my business address is 2244 Walnut Grove Avenue, 5



A. I am currently a Business Operations Senior Advisor in SCE’s Generation Department. I 8

am responsible for supporting the Cost Recovery scope of work for SCE’s Generation 9

assets, including, but not limited to Catalina Water Utility. Additionally I also contribute 10

to testimony and supporting documentation for the costs included, as well as responding 11

to data requests. 12


A. I received a Bachelors Degree in Accounting from Auburn University, AL in 1990, as 14

well as a Masters Degree in Information Management from Arizona State University in 15

2008. 16

From 1991 - 1995, I worked for the State of Louisiana (Teachers Retirement System), in 17

Baton Rouge, LA, as an accountant for two years. Thereafter, I worked for the 18

Community Health Insurance Company as a Business Analyst through 1995. 19

From 1996 – 1997, I worked for PCS Health Systems (an Eli Lilly subsidiary) in 20

Scottsdale, AZ, as a Financial Analyst supporting the Pharmacy Health Rebate Program. 21

I was responsible for reconciliation, research and validation of pharmaceutical rebates 22

owed to the company from Pharmaceutical contracts. 23

From 1997 - 2001, I worked for Arthur Andersen LLC as a Staff Accountant. During my 24

tenure at Arthur Andersen, I held several positions including Senior Accountant and 25

Manager, before I left in 2001 to join Arizona Public Service Company (APS), an 26

Electric Utility Company. 27

From 2001 – 2014, I held various roles at APS, including Energy Analyst, supporting the 28

back office of the Trading Floor, Senior Consultant, supporting the Generation Business 29

Unit and Business Unit leader (Asset Optimization) in the Fossil Generation Business 30

Unit, supporting the optimization of the APS generating assets. 31

65

In April of 2014 I joined Salt River Project as a Senior Financial Analyst in the Customer 1

Service Division where I supported the Smart Meter Deployment program, managing the 2

financial and project management aspects, as well as Budget/Forecasting. 3

In December of 2015, I joined Southern California Edison in the Operational Finance 4

Division as a Senior Project Manager supporting Transmission and Distribution. I 5

managed the Distribution and Asset Management and Operations Support group’s 6

Operational Planning, Financial Analysis, Budgeting and reporting. 7

In 2017, I moved into my current role as a Business Operations Senior Advisor in SCE’s 8

Generation Department, (Operations Support Division), on the Cost Recovery Team. In 9

the role, I support the tracking and analysis of recorded costs for Generation as well as 10

development of testimony to support the cost recovery in the various filings (GRC, 11

ERRA and other Rate Cases, as needed). 12






A. Yes, it was. 18


A. Yes, I do. 20


judgment? 22

A. Yes, it does. 23


A. Yes, it does. 25

Documents

Energy Resource Recovery Account (ERRA) Review of ... · 12 customer awareness and conversion (enrollment) in SCE programs and services. 13 Q. Briefly describe your educational and